Filed June 14, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,456 | $137,414-72.7% | $189,513-80.2% | $85,850-56.4% |
| Participation rate | 73.8% | 84.6%-10.8pp | 87.8%-14.0pp | 69.3%+4.5pp |
| Annual return | 11.85% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,532 | $4,344-64.7% | $6,162-75.1% | $2,565-40.3% |
| Participant deferral / active EE | $2,447 | $6,260-60.9% | $8,221-70.2% | $3,952-38.1% |
| Admin fee / account holder | $592 | $8,630-93.1% | $12,045-95.1% | $6,260-90.5% |